About Us

At Kudrowich & Associates, we build comprehensive financial plans for affluent life-loving Canadians. We’d love to get to know you better, to fully understand your vision of wealth and philosophy on life, and to help your dreams become a reality.

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Our Approach

Kudrowich & Associates Private Wealth Management offers you a sophisticated approach to managing your wealth by creating tailored strategies to meet your short and long term needs. We’ve provided wealth management services since 1995.

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Community Involvement

We give back to the communities in which we live and work. Individually, and as a team, we support several causes and contribute to a variety of organizations. The community benefits, and we grow as individuals and a team as a result.

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Our Solutions

With an enhanced team-based approach that provides both local and national industry expertise, Kudrowich & Associates provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.

Retirement Planning

Personalized advice goes beyond evaluating numbers to give you insightful retirement strategies. Our approach begins with a deep understanding of what truly matters to you and how your needs might evolve – to ensure your plan today meets the needs of your tomorrow.

Investment Planning

We are guided by a disciplined investment approach that leverages the combined talents of IG Wealth Management’s investments team and leading global investment partners. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being.

Estate Planning

Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.

Our Leadership

We have worked with Corey for many years. Corey and his team did a comprehensive evaluation of our current situation and our goals in retirement, leading to a long-term financial plan that incorporates tax and estate planning strategies. We are confident that Corey and his team are helping us achieve our financial goals in retirement, and would recommend them to anyone looking for financial planning.

- Morris and Lou H., Retired Business Owners

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Education Centre

Thinking about selling your U.S. Vacation Property? What you should know.

IG PRIVATE WEALTH MANAGEMENT | JUN 10, 2020

With the appreciation of the U.S. dollar and the price of U.S. real estate rising in recent years, more Canadians are looking to lock in their gain by selling their U.S. vacation property. Many people are also unable to travel to their property, or may be looking to upgrade or downsize and have decided that now is the time to sell. Whatever the reason for selling, there are a few things that Canadians should know before listing their property for sale.

Assistance for clients with U.S. tax filing obligations

IG PRIVATE WEALTH MANAGEMENT | JUN 23, 2020

If you’re a U.S. taxpayer, learn about the additional information we can provide which allows you to make an important election for your investment in Canadian mutual funds and will make it easier to file your U.S. tax return.

As a Canadian, could I be subject to U.S. estate tax?

IG PRIVATE WEALTH MANAGEMENT | OCT 8, 2020

Canadians who are not U.S. citizens, green card holders or residents, may be surprised to learn that they too may be subject to U.S. estate tax even if they are considered non-resident aliens in the U.S.

Considering buying a vacation home down south?

Download our free whitepaper on owning vacation properties in the U.S. for answers to all your questions about tax implications, joint ownership, renting out the property, and more.

Videos

Create a Financial Plan for Life’s ‘What Ifs?’

Imagine a holistic financial plan that can test and adapt to your ‘what if’ questions.

Sustainable Investing

Since 1926, IG Wealth Management has been developing innovative ways to responsibly invest our clients’ capital in order to maximize their investment returns.

IG Living Plan Snapshot

Are you on track to meet your financial goals? Take the IG Living Plan Snapshot to find out. Answer a few questions, and get a financial well-being score and personalized recommendations that shows how prepared you are.

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We use strategies designed to fit your unique needs—whether personal or business—and we work daily to anticipate your evolving financial life.